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MPRO vs CGCV

Monarch ProCap ETF vs Capital Group Conservative Equity ETF

MPRO

Monarch ProCap ETF

Monarch Funds

Annual cost

1.07%

Fund size

$253M

CGCV

Capital Group Conservative Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$1.6B

Key differences

  • CGCV costs 0.74% less per year.
  • CGCV is significantly larger than MPRO — larger funds tend to be more liquid and less likely to close.
  • MPRO is classified as mixed asset, while CGCV is equity — different risk/return profiles.

Side-by-side comparison

MPROCGCV
Annual cost (TER)1.07%0.33%
Fund size (AUM)$253M$1.6B
Since20212024
Dividend yield1.89%1.49%
Asset classmixed assetequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.7%+19.5%
CAGR 3Y+10.3%N/A
CAGR 5Y+5.7%N/A
Sharpe 3Y0.82N/A
Volatility 1Y6.68%9.82%
Max drawdown-14.50%-13.13%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to MPRO and CGCV